Jim Norton 401(k) Profit Sharing Plan
Sponsored by J & D Acquisitions, Inc. · EIN 731351304 · Plan #003
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 684
- With balances
- 725
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $141,182 |